Jonathan Reed

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-07-14
CT	RA	APPROVED	2022-06-22

Branch Locations

440 Boylston St, Boston, MA 02116 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.P. Morgan Securities Llc	Boston	MA	07/2019	09/2021
Jpmorgan Chase Bank, N.A.	Boston	MA	07/2019	09/2021
Bank Of America	Boston	MA	06/2016	06/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	09/2021	Present

07/2019 → 09/2021

J.P. Morgan Securities Llc

Boston, MA
07/2019 → 09/2021

Jpmorgan Chase Bank, N.A.

Boston, MA
06/2016 → 06/2019

Bank Of America

Boston, MA
09/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-17
S63	Uniform Securities Agent State Law Examination	2019-09-06